The Menu Bar

Favorites

Add to Favorites – when clicked, it allows users to add the active screen currently open to the Favorites list for quick access later.  The Favorites heading also lists all screens added to the Favorites list.  Select the screen name in order to open the page.  Users can remove the screen name from the Favorites list by right-clicking the screen name and clicking "Remove 'x' from Favorites."

Home Page

Home Page - Opens the Home Page assigned to the logged-in persona.

Reports

Operational Reports – opens the Online Reports Submission screen with the reports displayed that are related to the active Personify screen.

My Preferences

Change Password – allows users to change the password associated with the username.

Configure Email Alerts – allows users to disable/enable the email alerts connected to the Contact Tracking records.

Window

View Screen Tasks – displays the Task Bar on the screens.  This is needed if users selected to close the Task Bar using the magnifying glass icon.

View Product Research – opens the Product Research screen in the task bar.  The Product Research screen is usually used with Order Entry screen.

Close All Windows – closes all the open screens.

The Window heading also lists all open screens.  The check mark next to the screen indicates that screen is open.  Select another screen from the list to open it.

Help

Contents – opens the Online Help.

About Personify – displays the product components.